Mar Vista Investment Partners LLC Buys 59,985 Shares of NVIDIA Corporation $NVDA

Mar Vista Investment Partners LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 25.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 291,580 shares of the computer hardware maker’s stock after purchasing an additional 59,985 shares during the quarter. NVIDIA comprises 4.7% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 6th biggest position. Mar Vista Investment Partners LLC’s holdings in NVIDIA were worth $54,403,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Roberts Glore & Co. Inc. IL grew its stake in NVIDIA by 0.9% during the third quarter. Roberts Glore & Co. Inc. IL now owns 26,560 shares of the computer hardware maker’s stock worth $4,956,000 after buying an additional 225 shares in the last quarter. Catalyst Financial Partners LLC raised its position in shares of NVIDIA by 10.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 138,019 shares of the computer hardware maker’s stock valued at $25,752,000 after buying an additional 13,266 shares in the last quarter. Hurley Capital LLC raised its position in shares of NVIDIA by 22.3% in the 3rd quarter. Hurley Capital LLC now owns 4,616 shares of the computer hardware maker’s stock valued at $861,000 after buying an additional 841 shares in the last quarter. Empirical Asset Management LLC lifted its holdings in shares of NVIDIA by 40.5% during the 3rd quarter. Empirical Asset Management LLC now owns 62,900 shares of the computer hardware maker’s stock worth $11,736,000 after acquiring an additional 18,127 shares during the period. Finally, Willow Creek Wealth Management Inc. lifted its holdings in shares of NVIDIA by 14.3% during the 3rd quarter. Willow Creek Wealth Management Inc. now owns 4,255 shares of the computer hardware maker’s stock worth $794,000 after acquiring an additional 531 shares during the period. Institutional investors own 65.27% of the company’s stock.

Insider Activity

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Colette Kress sold 27,640 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $4,856,900.80. Following the completion of the transaction, the chief financial officer owned 846,772 shares in the company, valued at $148,794,775.84. The trade was a 3.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,168,120 shares of company stock valued at $210,900,814. 4.17% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have commented on the stock. BNP Paribas Exane boosted their price objective on shares of NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. Arete Research boosted their target price on shares of NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Needham & Company LLC reiterated a “buy” rating and set a $240.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Finally, JPMorgan Chase & Co. increased their price target on NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a research note on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $273.64.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia struck a multi‑year strategic partnership and made a significant investment in Mira Murati’s Thinking Machines Lab, which has agreed to deploy at least one gigawatt of Nvidia’s next‑gen processors — a direct multi‑year demand commitment for Nvidia hardware. AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia — Reuters
• Positive Sentiment: Analysts expect Nvidia to unveil a broader suite of specialized AI chips and networking tech at its GTC developer conference next week — an event that could drive near‑term buying if new systems and networking solutions meet investor expectations. Nvidia set to spotlight next wave of AI infrastructure at GTC — Proactive Investors
• Positive Sentiment: Reports that Nvidia is developing an open‑source AI agent platform (reported as ‘NemoClaw’/agent tools) signal a strategic push into higher‑level software/platforms that could expand TAM and deepen vendor lock‑in for its chips. Nvidia plans open‑source AI agent platform ‘NemoClaw’ for enterprises — CNBC
• Positive Sentiment: Visibility into strong customer demand: OpenAI’s CEO publicly thanked Jensen Huang for accelerating Nvidia capacity at AWS, underscoring Nvidia’s central role supplying compute for leading AI customers. Sam Altman Thanks Jensen Huang As Nvidia Ramps AI Capacity — Yahoo Finance
• Neutral Sentiment: Nvidia adopted a new variable compensation plan for FY2027 setting a $4M target cash bonus for CEO Jensen Huang — a governance/compensation update that may draw attention but is unlikely to move fundamentals. NVIDIA Adopts New Variable Compensation Plan for Fiscal 2027 — InsiderMonkey (Reuters)
• Neutral Sentiment: Wall Street coverage remains active (upgrades and fresh price targets), supporting liquidity and interest; these analyst actions can sustain momentum but also amplify volatility around earnings and GTC. Wall Street sets Nvidia stock price target for next 12 months — Finbold
• Negative Sentiment: Macro and downside risks persist: geopolitical tensions (supply‑chain fears tied to Middle East conflict) and high valuation have prompted some bearish technical/price forecasts — including one analyst projecting a deep pullback if key supports fail. These risks can amplify short‑term volatility around macro headlines. Nvidia to crash to $115 on this date, expert predicts — Finbold

NVIDIA Trading Up 1.2%

NASDAQ NVDA opened at $184.77 on Wednesday. The stock has a market capitalization of $4.49 trillion, a P/E ratio of 37.71, a P/E/G ratio of 0.62 and a beta of 2.33. The business has a 50 day simple moving average of $185.60 and a 200 day simple moving average of $184.06. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company’s revenue was up 73.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.89 earnings per share. Research analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

NVIDIA Company Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.